Arkadios Wealth Advisors Schwab Strategic Tr Us Dividen Transaction History
Arkadios Wealth Advisors
- $1.64 Billion
- Q3 2024
A detailed history of Arkadios Wealth Advisors transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Arkadios Wealth Advisors holds 26,543 shares of SCHD stock, worth $732,055. This represents 0.14% of its overall portfolio holdings.
Number of Shares
26,543
Previous 21,659
22.55%
Holding current value
$732,055
Previous $1.68 Million
33.19%
% of portfolio
0.14%
Previous 0.12%
Shares
18 transactions
Others Institutions Holding SCHD
# of Institutions
1,760Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$318 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$255 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$247 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$234 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$204 Million0.05% of portfolio